Importing & Exporting Contacts

Importing Contacts

Importing contacts allows you to add entire groups of contacts to TextIt using a simple XLS (MS Excel) spreadsheet.

Your contacts will be placed into a new contact group that matches the name of the imported spreadsheet file. Note that you must have a channel connected to your account to import contacts. To import contacts, simply import an XLS spreadsheet containing:

(Conditional) A UUID column containing the universally unique identifier for each contact you import. This column may replace the Name column, and is necessary when importing a spreadsheet with the intention of adding a new address or address type to your contacts.

(Optional) Any number of additional columns corresponding with custom attributes* (contact fields) containing contact field values. Note that column names are limited to 36 characters, don't support special characters, and may not start with a number.

*Note that when importing a date value into TextIt without a time value, TextIt will assign the date a time value of 00:00 (12 AM):

Additionally, when manually adding only a date value to a contact field, TextIt will replace the corresponding time value with the time at which you updated the field.

To import contacts:

1. Navigate to the contacts tab.

2. Click the "Import Contacts" button.

3. Download and edit the template we provide (or choose a your own file) and upload it using the "Choose File" button. 4. Confirm any custom fields present in your import spreadsheet and choose each field's value type: Text, Numeric, or Date & Time. Make sure to check the boxe(s) corresponding to the fields you wish to import:

Importing Address Types

Contacts can be imported with multiple address types, but only one address for each type:

Contact addresses can be added via an import, so long as the UUID column contains the UUID(s) of the contact(s). Contact UUIDs can be obtained by exporting your contacts or using List Contacts request in the API Explorer: